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Opportunity

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Opportunity

Owned by Tony Le: Insurance-VN (Deactivated)
Feb 01, 2023
2 min read

API documentation: https://external-api.seamless.insure/opportunity/documentation/

 

  1. Get pipelines and probabilities

  • URL:

https://external-api.seamless.insure/opportunity/api/v1/pipelines

  • Method: GET

  • Header:

Authorization: Bearer {{accessToken}}

 

  • Postman example (please see it on the attachments):

Get pipelines

 

 

  1. Create a sale

  • URL:

https://external-api.seamless.insure/opportunity/api/v1/opportunities

  • Method: POST

  • Header:

Content-Type: application/json

Authorization: Bearer {{accessToken}}

seamless-as-user: (Seamless action username)

  • Body: (please see it on the Postman example)

  • Fields explanation:

SalesRep: Seamless username (example: user.one@contemi-testing)

SalesType: pipeline code (Use pipeline API to get it, see section 1)

Probability: probability id of selected pipeline

ProfileReference: customer profile reference (Use customer API to get it)

ProductIds: product id list (see Postman example)

SalesRelatedRecords: quote/policy data (see it on the Postman example)

 

  • Postman example (please see it on the attachments):

 

Create a new sale

 

 

  1. Update a sale

  • URL:

https://external-api.seamless.insure/opportunity/api/v1/opportunities/{{saleId}}

(We can replace {{saleId}} with Id of a sale on Seamless)

  • Method: PUT

  • Header:

Content-Type: application/json

Authorization: Bearer {{accessToken}}

seamless-as-user: (Seamless action username)

  • Body: (please see it on the Postman example)

  • Postman example (please see it on the attachments):

 

 

  1. Get sale detail

  • URL:

https://external-api.seamless.insure/opportunity/api/v1/opportunities/{{saleId}}

  • Method: GET

  • Header:

Authorization: Bearer {{accessToken}}

 

  • Postman example (please see it on the attachments):

 

 

 

  1. Delete a sale

  • URL:

https://external-api.seamless.insure/opportunity/api/v1/opportunities/{{saleId}}

  • Method: DELETE

  • Header:

Content-Type: application/json

Authorization: Bearer {{accessToken}}

 

  • Postman example (please see it on the attachments):

 

 

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